Timeline's Scaled Income Feature

So one common question we get asked about Timeline, by users is how do I change the client’s income for different phases of retirement. So there are several reasons why you might want to change the withdrawals that the client is taking from their portfolio. It may well be because as we know, expenses are going to change broadly, in retirement. So you want to account for different phases. It may well be that you want to build in lump sum requirements, that the client intends to take into, the plan as well.

In the video above, we show you just how easy this feature is to use and set up. Ensuring that you can cover any type of likely expenditure, at any given time throughout the client’s retirement.

If you haven’t already done so, sign up for a 30-day free trial here.

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.


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